See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,690 | $56,897+41.8% | $84,750-4.8% | $62,891+28.3% |
| Participation rate | 78.1% | 68.5%+9.5pp | 76.6%+1.5pp | 69.3%+8.8pp |
| Annual return | 1.73% | 6.30%-4.6pp | 22.78%-21.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $1,599 | $2,400-33.4% | $3,574-55.3% | $2,281-29.9% |
| Participant deferral / active EE | $4,330 | $2,709+59.8% | $3,712+16.7% | $3,203+35.2% |
| Admin fee / account holder | $4,451 | $3,581+24.3% | $5,332-16.5% | $4,296+3.6% |